Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

5,655 Cr

Lock In Period

N/A

Expense Ratio

1.84

Benchmark

Nifty Smallcap 250 Total Return

Exit Load

1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.

Summary

Latest details for Motilal Oswal Small Cap Fund Growth include a 12.5331 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Motilal Oswal Small Cap Fund Growth AUM is ₹5,655 Cr, with a lock-in of N/A years, expense ratio of 1.84%, and benchmark Nifty Smallcap 250 Total Return. Exit load is - 1% - If redeemed on or before 1 Year from the date of allotment. Nil - If redeemed after 1 Year from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -4.98% returns, against a category average of -2.26% and a category best of 7.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.98-2.267.74
6M-9.51-0.1464.49
1Y0.093.37137.57
3Y0.0011.67202.94

Portfolio Analysis

  • Equity: 97.08%
  • Debt: 2.93%
  • Others
As on: 2026-02-28
View allocation % by

1. Dr Agarwals Health Care Limited3.18%
2. Vijaya Diagnostic Centre Limited2.56%
3. Rainbow Childrens Medicare Limited1.92%

1. Karur Vysya Bank Limited4.32%
2. City Union Bank Limited1.70%
3. DCB Bank Limited1.51%

1. Apar Industries Limited2.36%
2. Thirumalai Chemicals Limited1.45%
3. Rossari Biotech Limited0.75%

1. CCL Products (India) Limited4.44%

1. Rubicon Research Limited3.26%
2. Onesource Specialty Pharma Limited0.95%

1. GE Vernova T&D India Limited1.63%
2. KEC International Limited1.05%
3. Transformers And Rectifiers (India) Limited0.76%

1. JM Financial Limited1.95%
2. Cholamandalam Financial Holdings Limited1.36%

1. Aditya Infotech Limited3.10%

1. Sky Gold And Diamonds Limited2.18%
2. P N Gadgil Jewellers Limited0.90%

1. Five Star Business Finance Limited1.76%
2. Cholamandalam Investment and Finance Company Ltd1.29%

1. Birlasoft Limited1.37%
2. Sonata Software Limited1.18%
3. Hexaware Technologies Limited0.50%

1. VA Tech Wabag Limited3.03%

1. Campus Activewear Limited2.88%

1. Bharat Dynamics Limited1.56%
2. MTAR Technologies Limited1.32%

1. Shaily Engineering Plastics Limited2.24%
2. Supreme Industries Limited0.43%

1. V2 Retail Limited2.67%

1. Pricol Limited2.62%

1. eClerx Services Limited1.55%
2. Sagility Limited0.73%
3. Netweb Technologies India Limited0.34%

1. Asahi India Glass Limited2.28%

1. V-Mart Retail Limited2.15%

1. Central Depository Services (India) Limited1.28%
2. Wework India Management Limited0.83%

1. PG Electroplast Limited1.99%
2. Avalon Technologies Limited0.09%

1. Aditya Vision Ltd2.06%

1. KEI Industries Limited1.94%

1. Gabriel India Limited1.92%

1. Styrenix Performance Materials Limited1.91%

1. Varroc Engineering Limited1.85%

1. Aegis Vopak Terminals Limited1.78%

1. Syrma SGS Technology Limited1.61%

1. Chalet Hotels Limited1.51%

1. Triveni Turbine Limited1.34%

1. Multi Commodity Exchange of India Limited1.33%

1. Gokaldas Exports Limited1.21%

1. Aditya Birla Real Estate Limited1.14%

1. Deepak Fertilizers and Petrochemicals Corporation Limited1.09%

About Fund

Motilal Oswal Small Cap Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹5,655 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.84. Under the expert guidance of Ajay Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundMotilal Oswal Small Cap Fund Growth0.08620
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Motilal Oswal Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Small Cap Fund Growth is 1.84. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -4.98%
  • 6 Months : -9.51%
  • 1 Year : 0.09%
  • 3 Years : 0.00%
Returns of Motilal Oswal Small Cap Fund Growth are updated daily based on NAV of ₹ 12.5331 as on Apr 02,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Small Cap Fund Growth is ₹5,655 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500